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SPECIALIST #02Active now

Sales

Answers new leads in under a minute

Leads answered in under 60 seconds — while you're still on the job

Responds to every inbound lead in under 60 seconds, qualifies it, and books it on your calendar — any hour, any day.

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Included on
CorePlusPro
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Answers new leads in under a minute
What it does

Meet your Sales Agent

Replies to inbound texts, web-form leads, and voicemails within 60 seconds — and calls missed calls back the same way, 24/7

Transcribes inbound calls and works the lead from what was actually said

Qualifies leads — scope, urgency, budget range, location

Offers appointment slots checked against your live calendar, not just your posted hours

Creates and updates customer records as conversations progress

Hands off to Bid Support when a quote is requested

How it supports you, in action

From a new lead to a booked job

User flow · Sales
You / customerNew lead comes inText, missed call, web form, or Google message
SpecialistAnswers in <60sFriendly first reply in the shop's voice, day or night
SpecialistQualifies the workTrade, scope, urgency, location — a real conversation
SystemChecks your calendarOffers a real 30-min window from your live availability
Hand-offHands off for a quoteIf they want a formal price, Bid Support takes it
Your callYou approve the edge casesFirm prices, after-hours, anything off-script waits for you
Works with the team

Where it sits in the line

Sales owns first touch, then hands the job down the line — so a lead never stalls between 'interested' and 'on the schedule.'

Feeds in
Marketing
tags the lead source
Hands off to
Bid Support
composes the quote
Customer Comms
runs follow-up
Logistics
dispatches the won job
Value to the business

What it’s worth to the shop

Speed is the whole game in the trades — the shop that answers first usually wins the job. Sales makes sure that shop is always yours, even at 9pm on a Sunday, and that no lead you paid to get ever slips through the cracks.

Wins the first-response race

Answers every lead in under a minute, any hour — so jobs stop going to whoever happened to call the customer back fastest.

Fills the calendar for you

Runs the qualifying conversation and books real appointments against your live availability — no phone tag, no double-bookings, no missed windows.

Never lets a lead go cold

Follows up and re-engages quiet leads on a schedule, so the ones you already spent money to get don't quietly disappear.

<60 sec
response to a new lead, p95 — any hour
<10 sec
typical first reply
24/7
nights, weekends, holidays
You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • First response to every inbound lead
  • Qualifying conversation
  • Booking appointments inside business hours against your calendar
  • Tagging and re-engaging cold leads on a schedule
Waits for you
  • Any firm price (it gives ranges only, below your threshold)
  • After-hours appointments, unless you've allowed emergencies
  • Anything off-script or outside normal scope — it asks you, it doesn't improvise
  • Marking a job won or lost

Speed is automatic; commitments are yours. Sales never quotes a firm price or promises staff without you.

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